Adding a New Supplier

Add a new supplier to your supplier database through the Supplier Search Results screen. Start by creating a new supplier record and entering basic details. After you save the new record, enter optional supplier notes.

NOTE: You can also import supplier profiles. See Importing Suppliers for more information.

To display the Suppliers Search Results screen:

  1. On the PAYD Administration main screen, click Profiles.

  2. On the Profiles menu, under the Suppliers section, click Search.

A list of your suppliers appears.

 

To create the new supplier record:

A blank Supplier Details screen appears with the Details tab selected.

 

To enter basic supplier details:

  1. Complete the fields as follows (required fields are highlighted yellow):

  1. Click the Save button, or press 'Ctrl' + 'S' on the keyboard.

The new supplier record appears in the Supplier Search Results screen.

 

To enter supplier notes (optional):

  1. In the Supplier Details screen of the new supplier, click the Notes tab.

A blank Notes tab appears.

  1. Enter notes for the supplier as required.

  2. Click the Save button, or press 'Ctrl' + 'S' on the keyboard.

 

To create a purchase order for the new supplier:

 

To return to the Suppliers Search Results screen:

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